powerpoint presentation - ucpath...ucb initiator role template(s): payroll request knowledge/skills...
TRANSCRIPT
UCPath|
Objectives for Deep Dive Sessions
Focus on:
Discovery and information gathering
Understanding pre-work, post-work and hand-offs
Process improvement
Identifying how UCPath templates,
processes and workflow can optimize
your business practices
UCPath|
Level Setting
• HCM & PPS are going away
• UCPath System vs. UCPath Center
• Position vs. Position Funding
• EID & Position Numbers are changing
• Approvals in-system: Initiator submits the form,
Approvers approve
UCPath|
Workflow Approval Routing
• At least one Approver level per template type, up to
three levels depending on template
• Transaction is routed to all Approvers at that level
with data permissions for that record
• Can optionally add branching by Employee Class
groupings
• Workflow routing rules apply to campus as a whole
UCPath|
Approver Capabilities
• Approvers receive an email link to approve
transaction in UCPath
• Transaction approval link also appears in Approver’s
UCPath Worklist
• 1st Level Approver can “approve” or “deny” back to
Initiator with comments
• 2nd and 3rd Level Approvers can also “push back” to
previous Approver
• Approvers can edit certain fields based on template,
but transaction will be routed to another Approver for
approval
• Approvers can add Ad Hoc Approvers, with Approver
role and data permissions to access record
UCPath|
Review Types of Templates
Position
Data
Position
Funding
WFA
TemplatesLeaves
Direct
Retro
Additional
Pay
Final /
Off-Cycle
Pay
TAM
PayPath
Data
Changes
UCPath|
Deep Dive Sessions
Approach
• Review end-to-end process for business area
• Examine process steps to see where template
Initiation and Approval can occur within process
• Review Initiator and Approver roles and
knowledge/skills required
• Begin identifying Initiators and Approvers as
appropriate for these activities
• Also – Identify and document further business process
adaptations and external system changes that could
streamline, standardize and optimize future state
UCPath|
Local Business Process Design - Guiding Principles
8
• Develop efficiency in end-to-end business process• Use UCPath delivered functionality• Minimize additional cost• Eliminate double data entry
Sponsor Alignment
• Involve both academics and staff (at multiple levels)• Maintain a customer focus
Diverse Campus Stakeholders
• Ensure implementation focus• Use UCPath delivered templates and approval
workflow• Document decisions for clarity and commitment
Disciplined Process
• Maintain enterprise-wide perspective• Be open to process and role changes• Be transparent with communications
Openness to Change
UCPath|
Off-Cycle/Final Pay Overview
The Payroll Request form is used to request both off-cycle checks and final
pay.
Off-cycle check distribution defaults to an employee’s standard pay
distribution (e.g., direct deposit, paper check).
Separations are submitted using two forms: the Termination form, to
request to end the employee’s job, and the Final Pay request, to pay out
the employee’s remaining final pay and accruals.
Checking the “Payout Accruals?” checkbox on the Final Pay form
automatically calculates the employees accruals for their final paycheck.
No information needs to be entered into the “Leaves” tab unless accruals
need to be adjusted for the current pay period.
UCPath|
Payroll: Payroll Request (Final Pay & Off-Cycle Pay)
Payroll Request
(used for both Final Pay
and Off-Cycle Pay)
UC Berkeley
CampusUCPath
Center
Transaction
is saved to
UCPath
UCPC
processes
Template Berkeley reviews
and approves
Payroll Request
Template
Submits to UCPC
Berkeley Initiator completes
Payroll Request template
UCPath|
Off-Cycle/Final Pay and Approval
UCB Initiator Role
Template(s): Payroll Request
Knowledge/Skills
• Knowledge of applicable policies, procedures, and processes related to off-cycle
checks, rush checks, and final pay
• Expertise in off-cycle/final pay templates entry and processing
• Attention to accuracy and detail to identify and enter correct and appropriate values
• Proficiency in PeopleSoft navigation, data entry, search techniques and business rules
UCB Approver Role
Template(s): Approve Payroll Request
Knowledge/Skills
• High-level understanding of organizational and financial impact of transaction
• Understanding of duty and accountability
• Commitment to thorough review and response